Woodley Farra Manion Portfolio Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,468
Closed -$76K 243
2020
Q2
$76K Hold
1,468
0.01% 134
2020
Q1
$61K Sell
1,468
-1,360
-48% -$56.5K 0.01% 148
2019
Q4
$137K Buy
+2,828
New +$137K 0.01% 108